Deal Flow Management App

Reduce the time they spend on unproductive sales activities and repetitive due diligence. Free them up to focus on the tasks that boost your productivity and drive deals to close.

Xpedition’s advanced Private Equity Deal Flow App, part of the Xpedition Private Equity CRM Accelerator, lets you easily manage client information and effectively control, monitor and advance your deals through the sales pipeline.

• With one centralised CRM view of each and every investment, your firm can optimise Deal Flow Management by helping you:
• Control all customer interactions
• Deploy effective sales collaboration – access the right information at the right time
• Progress sales opportunities to close – move deals forward faster, with automated workflows and business processes
• Demonstrate the risk and reward of every deal and assess potential opportunities with dashboards and real-time reporting
• Make insight-led decisions faster

As factors such as agility, resilience and business continuity become ever more important, the move to accelerate digital transformation initiatives becomes paramount.

Our free FS Xcelerator Discovery workshop is led by our expert consultants who will conduct a high-level review that explores your current environment, your biggest challenges and your future requirements to help you identify how to effectively add value to your digital investment.